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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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SRC Indicator: Series 7; Series 63; Series 65; Series 66. The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
$92,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
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During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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NASD Series 6 or 7, 63, 65/66 and life and health insurance license. Financial Advisors have access to a full range of wealth building, managing and preserving services through the Broker/Dealer, including mutual funds, stocks, bonds, managed accounts, ETFs, REITs, annuities, insurance and estate planning.
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The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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A Bachelor's degree in Business, Finance, Accounting and/or Economics or equivalent experience; Master of Business Administration degree is strongly desired; Must have either a Series 7 and Series 66 OR Series 65.
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Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.
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Must have FINRA licenses Series 7, 66 (combined S63 and 65) OR the ability to obtain licenses within company policy guidelines. This is achieved through accessing the intellectual capital of the Firm, including some of the best investment research in the industry, which will empower you to confidently navigate complex market conditions, implement tailored wealth plans, and recommend suitable investment products to not only achieve the client's goals, but help you deliver against your new asset objectives.
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You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC.
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A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
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Interest in obtaining Series 65, CFP , CPA or CFA to develop knowledge of investing and financial planning - We sponsor and incentivize employees for all of these certifications and support financial planning conferences as well.
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As a Financial Advisor in the Wealth Management Advisory Center, you will primarily be responsible with helping emerging affluent clients achieve their financial goals. + FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 - Partially licensed candidates will be considered.
$61,115 - $79,090 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
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As a Merrill FSA, you can look forward to. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Experience balancing investment management, sales activities and new client development.
$75,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago
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